In this episode of FinFactor, Blaine Bertsch is joined by lease accounting expert Greg Kautz to dive into the evolving landscape of lease management. They unpack the growing complexities introduced by new accounting standards, the ongoing reliance on spreadsheets, and the shortcomings of traditional ERP systems. Greg offers practical insights on how CFOs can improve accuracy, streamline reporting, and boost efficiency by embracing modern lease accounting software. It’s a must-listen for finance leaders navigating the shifting demands of compliance and performance.

Catch every episode of FinFactor, where experts explore topics that matter to the CFO. Don't forget to subscribe, follow, and like the show to stay updated with our latest episodes and expert insights.

Watch on YouTube: https://youtu.be/3wfH3uKvdW4

Listen on your favorite podcast network or at finfactor.buzzsprout.comConnect with Greg: www.linkedin.com/in/gregkautz

Learn about Black Owl Systems: blackowlsystems.com

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In this episode of FinFactor, Blaine Bertsch is joined by Adam Katz for a deep dive into the world of foreign exchange and B2B payments. They explore the payment challenges that CFOs face—from hidden FX fees and inefficiencies to the importance of data and building relationships with FX providers. Adam shares expert insights on how businesses can navigate the evolving payments landscape, including the growing role of AI, the promise of crypto and stablecoins, and how rising competition is reshaping services for SMEs.

Catch every episode of FinFactor, where experts explore topics that matter to the CFO. Don't forget to subscribe, follow, and like the show to stay updated with our latest episodes and expert insights.

Watch on YouTube: https://youtu.be/5GHIRVSUtyc

Listen on your favorite podcast network or at finfactor.buzzsprout.com

Connect with Adam: linkedin.com/in/adamkatz-kooltra

Learn about Kooltra at kooltra.com

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In this episode of FinFactor, Blaine Bertsch and Mike Shum dive into the evolving world of private credit and debt financing, shedding light on the challenges businesses face in securing debt and managing financial data. They explore the critical role of transparency, the increasing complexity of debt structures, and how technology—specifically Cascade—enhances data accuracy and reporting.

The discussion highlights asset-based lending as a strategic tool for businesses and how investors assess risk in a rapidly diversifying private credit market.

Catch every episode of FinFactor, where experts explore topics that matter to the CFO. Don't forget to subscribe, follow, and like the show to stay updated with our latest episodes and expert insights.

Watch on YouTube: https://youtu.be/3IKFRntWSb8

Listen on your favorite podcast network or at finfactor.buzzsprout.com

Connect with Mike: https://www.linkedin.com/in/mshum/

Learn about Cascade Debt at cascadedebt.com

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In this episode of FinFactor, Blaine sits down with Morgan Hines to explore the significant impact of travel expenses on small and medium-sized businesses. They dive into the hidden costs of corporate travel management, from human error in booking to missed savings due to lack of access to corporate travel tools.

Morgan highlights how Navan is leveling the playing field for small businesses by offering streamlined travel management, corporate rates, and robust security features. The conversation also emphasizes the importance of partnerships in helping businesses navigate the challenges of corporate travel while enhancing the employee experience and ensuring security.

Catch every episode of FinFactor, where experts explore topics that matter to the CFO. Don't forget to subscribe, follow, and like the show to stay updated with our latest episodes and expert insights.

Watch on YouTube: https://youtu.be/MrF45dhEIC4

Listen on your favorite podcast network or at finfactor.buzzsprout.com

Connect with Morgan: linkedin.com/in/morganmhines/

Learn about Navan: https://get.navan.com/q5rqstatayw9

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In this episode of FinFactor, Blaine Bertsch and Sam Gupta dive deep into the intricacies of ERP implementation, a transformative journey that requires meticulous planning, stakeholder engagement, and strategic alignment. They discuss the pivotal role of CFOs in ensuring ERP projects address both financial and operational needs, emphasizing phase zero planning, change management, and the careful balancing of internal and external resources.

The conversation sheds light on how businesses can navigate the complexities of digital transformation while managing costs and avoiding unforeseen challenges, ensuring a successful ERP adoption that drives long-term value.

Catch every episode of FinFactor, where experts to explore topics that matter to the CFO. Don't forget to subscribe, follow, and like the show to stay updated with our latest episodes and expert insights.

Watch on YouTube: https://youtu.be/V3J812uvjRc

Listen on your favorite podcast network or at finfactor.buzzsprout.com

Connect with Sam: linkedin.com/in/samguptausa/

Learn about ElevatIQ: https://www.elevatiq.com/

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Join Blaine Bertsch and Usman Mahmood as they dive into the essential groundwork for harnessing AI in business. This episode of FinFactor uncovers why a solid data structure and organizational data maturity are critical before adopting AI technologies.

Usman and Blaine break down data maturity stages, highlight AI's transformative role in enhancing efficiency, and outline actionable steps for organizations to embark on their AI journey.

From addressing the single source of truth challenges to mitigating security risks, they emphasize careful planning, governance, and starting with a discovery phase to ensure AI becomes a powerful ally—not a nightmare. Don’t miss practical insights tailored for CFOs and business leaders aiming to avoid "AI hell" and drive meaningful productivity wins.

Catch every episode of FinFactor, where experts to explore topics that matter to the CFO. Don't forget to subscribe, follow, and like the show to stay updated with our latest episodes and expert insights.

Watch on YouTube: https://youtu.be/l0gAP3Y61xk

Listen on your favorite podcast network or at finfactor.buzzsprout.com

Connect with Usman: www.linkedin.com/in/meetmahmood

Learn about enovAIt at enovait.io

#CFO #fp&a #business #finance #podcast #finfactor

In this engaging episode of FinFactor, Blaine Bertsch sits down with Jonathon Angell to unpack the world of innovative strategies for fundraising and financing in business. They explore diverse financing options, the impact of partnerships, and the importance of networking and relationships in securing funding.

They dive into the intricacies of mergers and acquisitions, the power of storytelling in business, and the nuanced expectations of different investor types. Jonathan highlights the pivotal role CFOs play in navigating complex financial landscapes, emphasizing the value of strong ties with bankers and legal advisors.

Catch every episode of FinFactor, where we interview CFOs and finance professionals to uncover the best financial management strategies for overcoming complex business challenges. Don't forget to subscribe, follow, and like the show to stay updated with our latest episodes and expert insights.

Watch on YouTube: https://youtu.be/rSPuU1oKX-M

Listen on your favorite podcast network or at finfactor.buzzsprout.com

Connect with Jonathon Angell: www.linkedin.com/in/jonathonangell1

Learn about Angell Investments at angellinvestments.io

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In this conversation, Blaine Bertsch and Keith Daser discuss the complexities and challenges that mid-market businesses face when integrating technology solutions. They explore the importance of engaging IT consulting professionals at the right time, the significance of communication during technology purchases, and the lessons learned from past mistakes.

The discussion also highlights the evolving role of specialists and generalists in IT, the critical nature of security in today's landscape, and the need for holistic technology solutions to drive business growth.

Catch every episode of FinFactor, where we interview CFOs and finance professionals to uncover the best financial management strategies for overcoming complex business challenges. Don't forget to subscribe, follow, and like the show to stay updated with our latest episodes and expert insights.

Watch on YouTube: https://youtu.be/k3H7oa_85SE

Listen on your favorite podcast network or at finfactor.buzzsprout.com

Connect with Keith Daser at https://www.linkedin.com/in/keithdaser/

Learn about Deliver Digital at https://www.deliverdigital.ca/

#CFO #fp&a #business #finance #podcast #finfactor